Close more big-ticket orders
and streamline your sales process from one platform

Can you relate? Customers are dragging their feet. Piecing together custom orders is taking too long. Customer still hasn’t paid yet. Lots of verbal confirmations but not a lot of paid invoices.

From quote sent to invoice paid QuoteMachine has your business’ back.

60%

Conversion rate on quotes sent

30%

YoY growth for customers using QuoteMachine

$30M

in monthly revenue processed by QuoteMachine

sales process

What is QuoteMachine?

QuoteMachine is a tool that helps you close more big-ticket orders and get paid faster. It’s designed to streamline your sales process from quotes to fulfillment to invoicing. This easy-to-use software lets you:

  • Create customized quotes, orders and invoices with images, videos and detailed descriptions 
  • Send quotes and other documents via email or SMS
  • Track progress, sync pricing with your POS, reserve inventory for orders and define payments terms all from one place
  • When it’s time to commit, customers can accept online, sign virtually, and pay invoices from any device

QuoteMachine is more than a quote generator.

It’s a software built to help you foster lasting client relationships.

QuoteMachine is a sales accelerator

Eliminate administrative timewasters so your staff can spend more time selling, delight your customers with tailored experiences, and score more sales than ever.

  • Increase upsells by adding interactive options to quotes that suggest products or services your customers might be interested in
  • Coordinate appointments, consultations, pick-ups, and more with our scheduling tools
  • Stay in the know with robust analytics that not only inform you when a prospect has read an email or opened a quote, but also shows how long they spent looking at pricing versus content
  • Allow your customers to adjust item quantity and accept additional products in real-time directly inside quotes
retail section
ways to sell

QuoteMachine is powerful invoice creation software

At QuoteMachine, we love it when you get paid on time, so we built a feature set that helps you do exactly that.

  • Securely store credit card information in your database
  • Customize payment terms, let your customers pay over time with partial invoicing, and offer credit card or online payment options on every sale
  • Automate recurring payments for added customer convenience

QuoteMachine is your POS
system’s best friend

QuoteMachine integrates with popular POS and e-commerce software to give your customers frictionless purchasing while automating time-consuming bookkeeping work for you and your team. 

  • Stop manually transferring data. QuoteMachine automatically updates your inventory levels after each sale
  • Synchronize customer data across all your apps so your sales team is always working from the latest information
  • Get flagged when sales are charged to an account
terms and conditions

Let’s talk about QuoteMachine and your business

69%

of buyers expect a personal customer experience

71%

of purchases are based on experience quality

91%

of consumers prefer offers relevant to them

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Level-up your toolset

QuoteMachine integrates with popular point of sale and e-commerce platforms to keep your inventory and customer profiles up to date while deepening your reports at every step of the sales and ordering process.

Save more time.
Close more deals.

We get it, big-ticket sales are tough. You’ve got to establish value and earn trust. And if all that wasn’t enough, payments are complicated. QuoteMachine, is tailored around the issues that big-ticket retailers like you face everyday.

See for yourself.

Benefits Details
Close more big-ticket orders QuoteMachine helps you streamline your sales process from quotes to invoicing, allowing you to close more orders and get paid faster
Streamline sales process With QuoteMachine, you can create customized quotes and invoices, send documents via email or SMS, track progress, sync pricing with your POS, and define payment terms all from one place
Increased conversion rate Our software has a 60% conversion rate on quotes sent, meaning you are more likely to close a sale with QuoteMachine
YoY growth for customers Customers using QuoteMachine have experienced 30% YoY growth, demonstrating the effectiveness of our software in driving sales
$30M in monthly revenue processed QuoteMachine processes $30M in monthly revenue, showing its capabilities in handling large sales volume
Customized quotes and invoices Include images, videos, and detailed descriptions in your quotes and invoices to tailor the experience to your customers
Online payment options Customers can pay invoices online, giving them convenience and flexibility in the payment process
Recurring payment automation Automate recurring payments for added customer convenience
Integration with POS and e-commerce platforms QuoteMachine integrates with popular POS and e-commerce software to keep your inventory and customer data up to date and streamline the sales process
Personal customer experience QuoteMachine helps you create personalized experiences for your customers, increasing their satisfaction and likelihood of returning for future purchases
Relevant offers Offer your customers products or services they may be interested in with interactive options in your quotes, increasing the likelihood of upsells
Scheduling tools Coordinate appointments, consultations, pick-ups, and more with our scheduling tools
Robust analytics Stay informed with analytics that show you when a prospect has opened a quote or read an email, and how long they spent looking at pricing versus content
Real-time adjustments in quotes Allow your customers to adjust item quantity and accept additional products in real-time directly inside quotes
Secure credit card storage Store credit card information securely in your database for future transactions
Customized payment terms Offer partial invoicing and credit card or online payment options to give your customers flexibility in the payment process

Invoicing is an essential part of running a successful business, and QuoteMachine can help you streamline this process with its invoice generator. This feature automatically creates professional invoices for you based on the information you input, so you can easily track your financial transactions and make sure you get paid for the products or services you provide.

If you want to improve your quoting process, QuoteMachine also has a quote builder that can be used to quickly and easily create accurate quotes for your customers. This feature is especially useful when working on a project with multiple components, as you can use the quote builder to itemize each part of the project and provide a detailed breakdown of the costs involved.

To further streamline your quoting process, QuoteMachine includes a quote automation system that can automatically generate quotes based on predetermined criteria. This can be a valuable tool for a furniture store, as it can help you save time and effort by automatically creating quotes for certain products or services.

If you have a furniture store and you’re looking to take your business online, QuoteMachine’s website quoting system can be a great asset. This feature allows your customers to request quotes directly from your website, making it convenient for them to get a quote without having to contact you directly. It can also help you keep track of all your quotes in one place.

After creating a quote, it’s important to send it to your customer as soon as possible. QuoteMachine makes this easy with its ability to send quotes automatically using a tool like Lightspeed work orders. This software can help you manage your quotes and work orders, keeping you organized and on top of your workload.

QuoteMachine also offers a quote application that provides more information about how the product works and how it can benefit your furniture store. Whether you are a traditional brick-and-mortar store or an online business, QuoteMachine can help you streamline your invoicing and quoting process and focus on growing your business. By using our platform to send quotes to your customers, you can take your furniture store online and reach a wider audience.

Wow your customers with personalized quotes, advanced invoicing with terms, and flexible billing options using QuoteMachine. This tool is designed to help brick-and-mortar merchants like you create personalized customer experiences, sell more products, and manage complex B2B or B2C sales. With a direct connection to your point of sale system, you can sync your inventory across apps and customize your billing and payment options.

Give your customers the tailored attention they’ve been asking for with beautiful interactive quotes, invoices, and more that can be shared on any device. Simplify your processes and close more deals with QuoteMachine!